Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89 | $70,366-99.9% | $66,674-99.9% | $138,895-99.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.11% | 386.41%-375.3pp | 321.24%-310.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,633 | $2,765-40.9% | $2,620-37.7% | $4,194-61.1% |
| Participant deferral / active EE | $3,826 | $4,374-12.5% | $4,084-6.3% | $6,396-40.2% |
| Admin fee / account holder | $61,845 | $5,262+1075.2% | $5,098+1113.1% | $12,562+392.3% |